iShares U.S. ETF Trust - NEAR

Sector: Funds · Industry: ETF / Fund

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.355B

QoQ value delta ($000)

+$123.6M (+5.54%)

Implied price effect (QoQ)

-0.28%

Total shares

46,083,002

QoQ shares delta

+2,541,019 (+5.84%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	167,031	3,268,723	0.01%
BANK OF AMERICA CORP /DE/	150,342	2,942,115	0.01%
Clearwater Capital Advisors, LLC	149,460	2,924,871	12.46%
WELLS FARGO & COMPANY/MN	137,689	2,694,516	0.03%
LPL Financial LLC	135,710	2,655,778	0.04%
Bramshill Investments, LLC	125,135	2,448,843	7.07%
BlackRock, Inc.	116,118	2,272,371	0.0%
UBS Group AG	82,437	1,613,264	0.01%
Cetera Investment Advisers	64,993	1,271,898	0.07%
RAYMOND JAMES FINANCIAL INC	59,290	1,160,274	0.02%
AMERIPRISE FINANCIAL INC	58,339	1,141,660	0.01%
Cambridge Investment Research Advisors, Inc.	50,515	988,560	0.13%
ROYAL BANK OF CANADA	29,110	569,669	0.0%
STIFEL FINANCIAL CORP	26,613	520,821	0.02%
UNITED SERVICES AUTOMOBILE ASSOCIATION	25,059	490,400	1.59%
ENVESTNET ASSET MANAGEMENT INC	24,452	478,532	0.01%
NewEdge Advisors, LLC	23,978	469,238	0.09%
Alexander Randolph Advisory, Inc.	22,603	442,346	18.79%
DONALDSON CAPITAL MANAGEMENT, LLC	21,788	426,381	0.69%
Americana Partners, LLC	21,473	420,219	0.59%
Integrated Investment Consultants, LLC	20,668	404,474	4.05%
OSAIC HOLDINGS, INC.	16,791	328,516	0.02%
KWMG, LLC	15,429	301,944	1.33%
MBM WEALTH CONSULTANTS, LLC	15,031	294,157	3.57%
Union Bancaire Privee, UBP SA	14,784	289,210	0.18%